Sequoia Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.66M | Sell |
87,816
-3,424
| -4% | -$315K | 0.04% | 247 |
|
|
2025
Q4 | $8.6M | Buy |
91,240
+17,848
| +24% | +$1.7M | 0.05% | 221 |
|
|
2025
Q3 | $6.85M | Buy |
73,392
+8,552
| +13% | +$747K | 0.04% | 255 |
|
|
2025
Q2 | $5.38M | Sell |
64,840
-360
| -0.6% | -$26.2K | 0.04% | 267 |
|
|
2025
Q1 | $4.42M | Buy |
65,200
+4,528
| +7% | +$341K | 0.03% | 288 |
|
|
2024
Q4 | $4.72M | Buy |
60,672
+34,448
| +131% | +$2.65M | 0.05% | 260 |
|
|
2024
Q3 | $1.92M | Buy |
26,224
+1,616
| +7% | +$115K | 0.02% | 386 |
|
|
2024
Q2 | $1.77M | Sell |
24,608
-2,328
| -9% | -$155K | 0.02% | 359 |
|
|
2024
Q1 | $1.77M | Buy |
26,936
+2,584
| +11% | +$164K | 0.02% | 352 |
|
|
2023
Q4 | $1.47M | Buy |
24,352
+4,672
| +24% | +$260K | 0.02% | 425 |
|
|
2023
Q3 | $1.02M | Sell |
19,680
-264
| -1% | -$14.4K | 0.02% | 331 |
|
|
2023
Q2 | $1.1M | Sell |
19,944
-10,680
| -35% | -$536K | 0.02% | 332 |
|
|
2023
Q1 | $1.48M | Buy |
30,624
+608
| +2% | +$26.9K | 0.03% | 254 |
|
|
2022
Q4 | $1.2M | Buy |
30,016
+3,232
| +12% | +$132K | 0.03% | 258 |
|
|
2022
Q3 | $1.03M | Sell |
26,784
-592
| -2% | -$26K | 0.03% | 212 |
|
|
2022
Q2 | $1.12M | Sell |
27,376
-2,592
| -9% | -$117K | 0.03% | 217 |
|
|
2022
Q1 | $1.56M | Buy |
29,968
+7,072
| +31% | +$363K | 0.04% | 209 |
|
|
2021
Q4 | $1.31M | Buy |
+22,896
| New | +$1.26M | 0.04% | 216 |
|
|
2021
Q3 | – | Sell |
-16,792
| Closed | -$837K | – | 450 |
|
|
2021
Q2 | $837K | Buy |
16,792
+504
| +3% | +$23.8K | 0.03% | 219 |
|
|
2021
Q1 | $730K | Buy |
16,288
+2,344
| +17% | +$105K | 0.03% | 212 |
|
|
2020
Q4 | $617K | Buy |
13,944
+224
| +2% | +$9.21K | 0.03% | 223 |
|
|
2020
Q3 | $534K | Buy |
13,720
+368
| +3% | +$13.9K | 0.03% | 217 |
|
|
2020
Q2 | $465K | Buy |
13,352
+864
| +7% | +$27K | 0.03% | 225 |
|
|
2020
Q1 | $331K | Sell |
12,488
-392
| -3% | -$11.9K | 0.02% | 252 |
|
|
2019
Q4 | $394K | Buy |
12,880
+1,520
| +13% | +$43.5K | 0.03% | 257 |
|
|
2019
Q3 | $306K | Hold |
11,360
| – | – | 0.02% | 272 |
|
|
2019
Q2 | $299K | Buy |
+11,360
| New | +$293K | 0.02% | 279 |
|
Other funds holding VGT
PCH
